Sharing a presentation I did on Pokarna today. Feel free to ask questions/ provide feedback in the pokarna thread.
Pokarna Ltd.pdf (884.2 KB)
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I presented on Cochin Shipyard this time. Attached is my presentation Cochin Shipyard.pdf (1.1 MB)
linking to the original thread - Cochin Shipyard - Very cheap
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Godrej Properties.pptx (948.2 KB)
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I presented on Kolte Patil in our recent meetup.
Kolte Patil VP meet Jan 2021_Ganesh Raao.pdf (673.9 KB)
\Ganesh
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I tried to compile key data from multiple brokerage reports to get an understanding of currently where the cycle is and where it is headed for the Indian Real Estate industry
Company related financials and business data was provided by @aritra_pal and @ganeshrpl.
India RE - Amit Rupani.pdf (1.5 MB)
Disc: small exposure to RE industry through basket approach by investments in Godrej, Kolte, and Sobha. More technical bet than fundamental.
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Li-ion EV Battery Landscape in India.pptx (1.0 MB)
Sharing the presentation on Lithium Ion EV Battery Landscape Development in India.
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Great to see VP groups in USA. Is there a VP Seattle\Washington group?
Hi.
Just wanted to ask how do you file your taxes for nre account. In USA. Thanks
World is so small Aritra , you took my interview for the bank.